Principal LifeTime 2055 Fund R-5 (LTFPX)
16.69
+0.25
(+1.52%)
USD |
Mar 23 2026
LTFPX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 0.56% |
| Stock | 94.98% |
| Bond | 3.92% |
| Convertible | 0.00% |
| Preferred | 0.15% |
| Other | 0.39% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 66.09% |
|---|---|
|
North America
|
64.73% |
| Canada | 3.44% |
| United States | 61.28% |
|
Latin America
|
1.36% |
| Brazil | 0.47% |
| Mexico | 0.21% |
| Peru | 0.12% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 18.63% |
|---|---|
| United Kingdom | 4.90% |
|
Europe Developed
|
12.90% |
| Austria | 0.92% |
| Denmark | 0.21% |
| Finland | 0.01% |
| France | 1.42% |
| Germany | 1.75% |
| Greece | 0.83% |
| Ireland | 3.28% |
| Italy | 0.84% |
| Netherlands | 2.41% |
| Portugal | 0.02% |
| Spain | 0.02% |
| Sweden | 0.02% |
| Switzerland | 0.60% |
|
Europe Emerging
|
0.18% |
| Czech Republic | 0.05% |
| Poland | 0.10% |
|
Africa And Middle East
|
0.66% |
| Israel | 0.31% |
| Saudi Arabia | 0.17% |
| South Africa | 0.12% |
| United Arab Emirates | 0.06% |
| Greater Asia | 14.64% |
|---|---|
| Japan | 3.25% |
|
Australasia
|
0.08% |
| Australia | 0.08% |
|
Asia Developed
|
7.03% |
| Hong Kong | 1.74% |
| Singapore | 0.74% |
| South Korea | 2.10% |
| Taiwan | 2.43% |
|
Asia Emerging
|
4.28% |
| China | 2.77% |
| India | 1.32% |
| Indonesia | 0.09% |
| Thailand | 0.02% |
| Unidentified Region | 0.64% |
|---|
Stock Sector Exposure
| Cyclical |
|
35.30% |
| Materials |
|
4.02% |
| Consumer Discretionary |
|
10.15% |
| Financials |
|
17.58% |
| Real Estate |
|
3.55% |
| Sensitive |
|
43.49% |
| Communication Services |
|
8.76% |
| Energy |
|
2.94% |
| Industrials |
|
9.29% |
| Information Technology |
|
22.50% |
| Defensive |
|
15.60% |
| Consumer Staples |
|
3.43% |
| Health Care |
|
10.43% |
| Utilities |
|
1.74% |
| Not Classified |
|
5.61% |
| Non Classified Equity |
|
1.17% |
| Not Classified - Non Equity |
|
4.44% |
As of February 28, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |